M&A Unfiltered - The Insider's Guide to Buying, Selling & Succession

Join industry insiders and experts as they share unfiltered insights, hard truths, and proven strategies to navigate the complex process of buying, selling, and transitioning a business. Whether you're planning for succession, preparing for an acquisition, or looking to sell, M&A Unfiltered gives you an exclusive, behind-the-scenes look at the real world of mergers and acquisitions. Don't miss out on this opportunity to learn from the best in the industry!

The Agenda is as follows:

8:00 - 8:30 - Open networking and breakfast

8:30 - 8:35 - Introduction

8:35 - 11:50 - Panels and Workshops

11:50 - 12:00 - Closing Remarks

Each speaker brings years of experience guiding business owners through the complexities of selling a business. Learn from their successes and gain valuable insights that could make all the difference in your exit strategy.

Master Presenter, Sales and Productivity Expert

Josh Blum has worked for nearly 20 years within the professional services and financial services industries and has specialized in retirement planning and lifestyle planning during that time. Josh has worked with thousands of advisors, attorneys and accountants in his career educating them and their clients on how to successfully implement planning strategies to achieve desired outcomes and how to become trusted advisors to their clients.

For more than a decade Josh has provided continuing education to professionals including financial advisors, attorneys, and accountants. Considered a topic matter expert Josh has served as President of the Financial Planning Association of Miami is a published author and currently sits as Chair of the Board of the FPA of Miami.

Managing Member at J2advisors

Jackie has years of deal experience allowing her to seamlessly provide her clients with high quality, specialized legal services and strategic advice, including comprehensive deal structuring guidance, and access to a broad range of capital sources and deal resources. Prior to founding J2advisors, Jackie practiced exclusively at large international law firms representing strategic buyers and sellers, private equity fund sponsors, and family offices in complex global transactions with a strong emphasis on groups doing business in the United States, Latin America, and the Caribbean.

PE Analyst, Equity & Entrepreneurial Economics Specialist, K-2 Ventures Analyst

Athina Filippopoulos is a Greek-American, Private Equity Analyst for K-2 Ventures. Athina supports K-2’s partners modeling and analysis, assisting portfolio companies, and investor reporting. Athina has a Bachelor of Science deg with the Junior Achievement of Greater Miami, currently sitting on the Young Professionals Board as the Chair of P Her athletic skillset includes being a Certified Professional Tennis & Pickleball instructor, as well as a Black Belt in T.

Managing Director, CBIZ

Fred Campos leads Transaction Advisory Services engagement for buy- and sell-side clients. He has more than 20 years of experience in accounting and finance. Throughout his career, Fred has executed on more than 250 transactions that ranged in purchase price from $15 million to more than $1 billion.

Fred has led inbound and outbound cross-border transactions between the United States and countries throughout Latin America. He provides advisory services to strategic and private equity clients on domestic and cross-border transactions.

Prior to joining us, Fred founded and led a boutique advisory services firm focused on mergers and acquisitions and exit readiness. Earlier in his career, he led the regional transaction practice for a global top tier public accounting firm and established a transaction practice for another global firm, where he also led their Latin America practice. He began his career with a Big Four firm where he spent a year living in Chile.

Fred is a frequent speaker at local and national conferences and has been quoted by the Wall Street Journal regarding his insights into the Brazilian M&A market.

Operations, Marketing Strategy, Finance Management, M&A, & Capital Sourcing

Ron is President and Co-Founder of Equiturn Business Solutions where he has the fortune of collaborating with CEOs and founders across a wide range of industries. At Equiturn, he leads the management consulting and mergers & acquisitions divisions. Equiturn's primary focus lies in assisting businesses in developing organic and inorganic growth strategies, securing the necessary funds, & strategically allocating these resources to increase their overall enterprise value before they exit. This involves implementing effective marketing strategies, streamlining operations through automation and standard operating procedures, and facilitating expansion through acquisitions.

CEO of McCombie Group, M&A, Florida Attorney

David McCombie is Founder and CEO of McCombie Group, an M&A advisory firm that improves, grows, and sells mid-market companies. He is the author of newly released book, Selling Your Business with Confidence: A Practical Playbook for Mid-Market Owners (Wiley).

A veteran dealmaker, he has personally negotiated billions in transaction value and has been recognized for setting record valuations. Unique amongst advisors, he is a passionate entrepreneur and has also successfully led various private equity investments himself. He currently serves as a Membership Officer of the YPO Miami Chapter and as Chair of the YPO Investment Banking vertical. He is a graduate of Harvard Law School and the University of Miami. In his free time, he enjoys boating with his wife and two daughters on Biscayne Bay.

Management Consultant, Due diligence, M&A, Exits

Ana is the President & CEO of WorkForce Dynamics Consulting & TrineVentures. Her experience spans over 25 years in executive level settings working for domestic and multinational businesses. In 2017, Ana launched her consulting practice focused on the M&A space. Since then, she has helped clients achieve business success through clarity of strategy, a broad integration approach and an unyielding focus on post transaction scalability.

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